All articles by BBR Staff
BBR Staff
Bank Julius Baer & Co appoints new COO
Swiss private banking group Bank Julius Baer & Co has appointed Bernhard Hodler as its new chief operating officer (COO).
Maples Fund Services enhances services offering with Advent Software
Maples Fund Services has implemented Advent Software’s global portfolio management and fund accounting solution, Geneva, to provide enhanced services to its clients.
SEI launches new range of investment solutions for UAE investors
SEI has launched a new range of investment solutions, the SEI Global Strategic Portfolios, specifically for United Arab Emirates-based investors.
Union Bank of India mulls venturing into wealth management business
Union Bank of India is mulling to venture into the wealth management business in partnership with a foreign player, after receiving regulatory nod to enter into the mutual fund arena.
AXA Wealth strengthens offering to independent financial advisers
AXA Wealth International has further strengthened its offering to independent financial advisers by launching a range of tax intelligence documents to help those whose clients may be looking to retire abroad.
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Miles Software launches latest version of its wealth management solution
Miles Software has released new version of its wealth management solution (WMS), MoneyWare WMS, which is now Platform Ready for Microsoft SQL Server 2008 R2.
S&T Wealth Management forms strategic alliance with Heritage Trust Company
S&T Wealth Management, part of Pennsylvania-based S&T Bank, has formed a strategic alliance with Heritage Trust Company, a firm based in Oklahoma, to offer specialized financial services for landowners who are leasing their property to natural gas drilling companies in the Marcellus Shale region.
Adviser Investments and Kobren Insight Management to merge
Boston-area independent advisory firms Adviser Investments and Kobren Insight Management have joined forces to create a new independent wealth management firms.
SunGard launches wealth management regulatory and risk consulting practice
SunGard has launched a Regulatory and Risk consulting practice as part of its Wealth Management Global Services.
Dubai Bank introduces Royal Banking service for premium customers
Dubai Bank has introduced Royal Banking, a new wealth management solution for premium customers who seek customized solutions and personalized service across all banking channels, in line with its five-year strategy to develop products and services that meet the needs of elite clients.